Thank you for your inquiry. We will respond to you as soon as possible.

e-newsletter

Thank you for your interest in our e-newsletter. Our records indicate that you are already receiving our e-newsletter. If you would like to make changes to your frequency settings, please click on the "My Account" link on the left navigation.

Give to St. Edward's

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.More

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.More

E-newsletter Sign Up

Please click on the appropriate link below to register for our weekly e-newsletter. Our e-newsletter features current news from Washington, finance information, stories about others who have benefited from giving, calculators and more!Donor E-newsletterAdvisor E-newsletter

Sale and Unitrust

Are your appreciated assets, such as stock, bonds or real estate, producing little or no income?

If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution to avoid capital gains tax.

Sale and Unitrust

Property

Cash To Donor From Sale

Income to Donor

Unitrust

St. Edward's

Benefits of a sale and unitrust

Receive cash from the sale. You can use this cash to purchase another residence, to save for retirement, to travel, to meet your daily needs or to meet some other financial goal

Receive income from the unitrust for the rest of your life and future retirement

Obtain an income tax deduction that may reduce your tax bill this year

Further the work of St. Edward's University with your gift

How a sale and unitrust works

You establish a charitable remainder unitrust and transfer a portion of your assets to the trust.

The assets are then sold. You receive cash from the sale, and the rest of the sale's proceeds are paid to the charitable unitrust.

The trust will provide you with income for the rest of your life.

You receive a charitable deduction this year to offset your tax on the cash proceeds that you receive from the sale.

More on sale and unitrust

When transferring a portion of your primary residence to fund a unitrust, you may apply your one-time home exclusion to reduce or eliminate capital gains tax that would otherwise be due from the sale. Your tax advisor can assist you to determine if you should utilize this strategy.

Contact us

If you have any questions about a sale and unitrust, please contact us. We would be happy to assist you and answer any questions you might have.